$Broadcom(AVGO)$ The AI story isn't going anywhere, and demand for these chip companies will remain high. The current price weakness might just be setting the stage for some to accumulate shares at a discount. I'm not selling good AI chip stocks.
$Meta Platforms, Inc.(META)$ $Alibaba(BABA)$ $Broadcom(AVGO)$ Among ARKK's recent trades, Alibaba was the largest purchase by share count, with 245,342 shares added, representing about 0.45% of the ETF. The fund also bought 40,078 shares of Meta and 14,190 shares of the semiconductor company Broadcom (AVGO).
$Broadcom(AVGO)$ If you step back and look at the setup here, it starts to make a lot of sense. Back in 2025, Berkshire was comfortable with Google in the high 20s P/E range. Now, Meta's trailing P/E is around 22.8, with a forward P/E around 17.9 and a PEG under 1. That's not expensive for a company with a dominant moat. Then Broadcom looks even more interesting on forward numbers, dropping to around 22 P/E with a PEG around 0.41 after growth expectations reset. That's a big shift in how the market is pricing it. When you line this up with how Berkshire tends to think about durable tech leaders, both names start to screen a lot more attractive than people think. Feels like the kind of valuation window that doesn't stay open forever if sentime
$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ The stock is oscillating between $418 and $420, feels like a game of musical chairs. We need to move up, let the recovery begin. $450 is a sweet spot.
If Anthropic ever goes public or raises at a $1T valuation, we could see serious capital flowing into compute infrastructure. The thing is, a lot of that spending might start moving off GPUs and onto custom silicon. That's where $Broadcom(AVGO)$ sits quietly in the background. They're not flashy, but any shift toward specialized AI chips hits them directly. The next wave of AI buildout could be a significant tailwind that not many are talking about yet. It's worth keeping an eye on.
$Broadcom(AVGO)$ Not gonna lie, the more I look into Broadcom's numbers, the more this whole AI story seems a lot bigger than most people realize. Semiconductor Solutions revenue grew 79% year over year, and Broadcom is essentially becoming the behind-the-scenes partner for hyperscalers building custom AI inference chips. Think about the names involved here: $Alphabet(GOOGL)$ , $Meta Platforms, Inc.(META)$ , OpenAI, Anthropic. Everyone wants more control over the AI inference stack now, and Broadcom is quietly positioned right at the center of that shift. Honestly, this doesn't feel like a short-term AI hype trade anymore. It feels more like one o
AVGOAISemiconductor revenue surged 143% year-over-year to $10.8 billion. CEO Hock Tan reported over $30 billion in Q2 AI chip orders, highlighting significant near-term supply shortages. Anthropic accounts for $21 billion of the backlog, with agreements to expand its next-gen compute footprint into 2027. The company guided to a Q3 revenue midpoint of $29.4 billion, versus consensus of $28.25 billion. Analysts were looking for $Broadcom(AVGO)$ to raise AI revenue expectations, but the CEO reiterated fiscal year targets of $56 billion for FY26 and $100 billion for FY27. Analysts at Goldman Sachs, Mizuho, Citi, and Deutsche Bank have raised their price targets and view the selloff as an overreaction to a temporary bottleneck rather than a funda